You can manage the leads of each channel based on customer sources to facilitate subsequent record and analysis of the customer's lifecycle. Centralized and unified allocation and management of leads from all channels can be performed to optimize resource allocation within the enterprise.
Centralized management of leads from multiple sources ensures a safe flow of leads.
Standardize lead management from the source helps to avoid the loss of scattered leads gathered by business staff.
You can quickly create new leads on the mobile client in a quick manner without missing any lead.
Contact your customers anytime and anywhere, and give feedback on the follow-ups in time using the mobile client.
Use the mobile client to process the leads based on follow-ups, including invalidation and lead-to-customer conversion.
Ensure that leads that may bring a sales opportunity will not be missed due to a lack of in-time follow-up.
Establish a lead allocation mechanism that better meets the needs of the enterprise based on perspectives, such as business requirements and lead sources.
Centralized allocation mechanism enables branches to share the marketing accomplishments in real time.
One-click lead-to-customer conversion is supported. Customer source analysis and follow-up process control become easier.
Establish intelligent contact reminders and real-time reminders of system messages.
Obtain a comprehensive and accurate understanding of the customer acquisition volume from each channel and the quality of leads to optimize channel management.；
User-defined lead pools fulfill the lead management needs of different types of enterprises.
User-defined lead pool settings, including values and rules, are provided to adapt to different business scenarios.
Administrators of user-defined lead pools ensure maximum data security.
Lead and Customer Pools Establish a Management Model for a Complete Customer Lifecycle
Lead activity management enables the importation of leads obtained from activities into the corresponding lead pool with one click to establish a closed loop of sales.
